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Brookfield Asset Management

Name Holding Trade Value Shares
Change
Change in
Stake
AG
326
Ascent Group
Virginia
$255K +$245K +6,065 New
PSP
327
Principal Street Partners
Tennessee
$251K +$255K +6,302 New
PIA
328
Powell Investment Advisors
Florida
$250K
KWM
329
Kingsview Wealth Management
Oregon
$250K +$240K +5,944 New
NIM
330
Nexus Investment Management
Ontario, Canada
$249K
S
331
SimplyRich
California
$248K
WI
332
Wintrust Investments
Illinois
$246K -$3.03K -75 -1%
MIM
333
Moseley Investment Management
Florida
$244K
LM
334
Lincluden Management
Ontario, Canada
$242K
CSIC
335
Clifford Swan Investment Counsel
California
$242K +$232K +5,750 New
SC
336
Searle & Co
Connecticut
$238K
SCA
337
Snowden Capital Advisors
New York
$232K +$5.17K +128 +2%
RFC
338
Regions Financial Corp
Alabama
$226K -$12K -296 -5%
CAM
339
Cresset Asset Management
Illinois
$224K +$216K +5,335 New
HCP
340
Holt Capital Partners
Texas
$224K
HWM
341
Hemington Wealth Management
Virginia
$221K
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$221K -$10.1K -249 -5%
HBCM
343
Heron Bay Capital Management
Michigan
$218K -$40 -1 -0%
KeyBank National Association
344
KeyBank National Association
Ohio
$217K -$10.2K -252 -5%
RRA
345
Round Rock Advisors
Connecticut
$217K +$208K +5,153 New
SAM
346
Silvercrest Asset Management
New York
$216K
TSMHT
347
Thurston Springer Miller Herd & Titak
Indiana
$214K +$206K +5,098 New
TRCT
348
Tower Research Capital (TRC)
New York
$213K +$184K +4,548 +881%
BCI
349
Brinker Capital Investments
Pennsylvania
$212K -$4.33K -107 -2%
OPS
350
Orion Portfolio Solutions
Nebraska
$212K -$4.33K -107 -2%